Packaged Foods & Meats
9 companies under coverage.
Packaged Foods & Meats
General Mills Inc (GIS)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $62, +79% vs spot. It needs Gross Margin to surprise to the upside.
The J. M. Smucker Company (SJM)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $199, +77% vs spot. It needs Gross Margin to surprise to the upside.
Kraft Heinz Co (KHC)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $40, +69% vs spot. It needs Gross Margin to surprise to the upside.
Conagra Brands, Inc. (CAG)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $23, +70% vs spot. It needs Gross Margin to surprise to the upside.
Hormel Foods Corporation (HRL)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $44, +77% vs spot. It needs Gross Margin to surprise to the upside.
Tyson Foods Inc (TSN)
The bull case — 'Spike — Supply Dislocation' (8% weight) — targets $118, +105% vs spot. It needs Gross Margin to surprise to the upside.
Hershey Co (HSY)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $302, +72% vs spot. It needs the multiple to hold or expand.
McCormick & Company Incorporated (MKC)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $86, +71% vs spot. It needs Gross Margin to surprise to the upside.
Mondelez International Inc (MDLZ)
The bull case — 'Bull — Margin Recovery / Re-Rate' (8% weight) — targets $105, +82% vs spot. It needs Gross Margin to surprise to the upside.